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QAV S04E03 — Capitulation

EPISODE · Jan 28, 2021 · 34 MIN

QAV S04E03 — Capitulation

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

This week: ASX lower on fears of US bubble. Howard Marks' capitulation. Ray Dalio's thoughts on a coming US civil war. Using Gross Revenue Growth per Share to value "growth" stocks. Stock of the week - KRM. Using a logarithmic price scale. Tony's thoughts on the Blue-Chippers in the ASX. Determining 'Consistently Increasing Equity'. Defining 'recent positive upturn'. Reasons to sell. NTD and the AUD. Waiting for reporting season. How to apportion additional funds. Sell lines for GGE, NHC, ESS.

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QAV S04E03 — Capitulation

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